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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
976
Baldwin Wealth Partners
Massachusetts
$105K +$74K +1,823 +255%
CFFP
977
Center for Financial Planning
Michigan
$104K – – –
SLF
978
Sun Life Financial
Ontario, Canada
$104K -$9.58K -236 -9%
SC
979
Steph & Co
Wisconsin
$104K – – –
BFPW
980
BOK Financial Private Wealth
Colorado
$104K – – –
RWM
981
Raffa Wealth Management
District of Columbia
$103K +$3.81K +94 +4%
CNBTD
982
Citizens National Bank Trust Department
Mississippi
$103K – – –
AWM
983
AllSquare Wealth Management
New York
$102K – – –
EI
984
Ellevest Inc
New York
$102K -$25.4K -627 -20%
STCOSD
985
Sageworth Trust Company of South Dakota
South Dakota
$101K – – –
SWA
986
Sutton Wealth Advisors
Florida
$101K -$122 -3 -0.1%
CPFP
987
Clear Perspectives Financial Planning
Ohio
$101K – – –
HDIM
988
Hanson & Doremus Investment Management
Vermont
$100K – – –
EBA
989
Eagle Bay Advisors
New York
$98.5K +$2.27K +56 +2%
MCM
990
MV Capital Management
Maryland
$98.2K +$5.92K +146 +7%
CA
991
Crewe Advisors
Utah
$98.2K +$11K +272 +13%
MPWT
992
MassMutual Private Wealth & Trust
Connecticut
$98K -$1.42K -35 -1%
GCM
993
Gables Capital Management
Florida
$96.9K – – –
CA
994
CoreCap Advisors
Michigan
$95.5K +$93.9K +2,314 New
CYG
995
Clean Yield Group
Vermont
$93.2K – – –
TFS
996
TrustCore Financial Services
Tennessee
$92K +$41 +1 +0%
ZB
997
Zions Bancorporation
Utah
$89.9K -$9.54K -235 -10%
MSFP
998
Mark Sheptoff Financial Planning
Connecticut
$89.9K +$4.18K +103 +5%
UIA
999
Ulland Investment Advisors
Minnesota
$88K +$1.83K +45 +2%
DCM
1000
Dupont Capital Management
Delaware
$87.7K -$8.32K -205 -9%
38 39
40
41 42